Ian Filippini

Ian Filippini

Why Do I Need A Will?

Ian Filippini knows that estate planning can sound like an unfamiliar term.  People ask us all the time: What the heck is estate planning?  According to Ian Filippini, an estate plan is something put into place to make sure that your property and assets end up being used and distributed the way you would want them to be in the event of your death or incapacitation.  Ian Filippini feels that this is not always a happy subject to discuss, but Ian Filippini also knows what an important discussion estate planning is to have with your financial professional.  The truth, according to Ian Filippini, is that a lot of people have questions surrounding wills when it comes to estate planning.  Ian Filippini is very knowledgeable when it comes to estate planning because he is a reliable and knowledgeable financial consultant.  Ian Filippini urges you to consult your own financial professional when seeking out financial advice or answers to financial questions.  In this article we will briefly explain the top reasons for creating a will.

According to Ian Filippini, a will does the most obvious thing: a will says where your property will go and to whom.  At the very least, Ian Filippini says, this is what a will can do for you.

Now we will move on to the less obvious reasons.  Ian Filippini urges you to think about probate.  If your estate has a will, Ian Filippini says that it will be almost impossible for your estate to go to probate (which is a good thing).

One thing Ian Filippini says that most people don’t think about is having your estate pay the least amount of taxes possible.  Ian Filippini says that having a will in your estate plan can do this.

No advice is given or intended.  This article is not to be considered legal advice.  Ian Filippini is not an attorney. Filippini Wealth Management, Inc. is not a law firm.

Filippini Wealth Management, Inc. was created by Ian Filippini. He still continues to oversee the day to day operations of the business and has his brother, Alex Filippini, close by to lend a hand. Filippini Wealth Management, Inc.’s one stop shop is specifically designed to provide value to our clients in the areas of taxation, insurance and real estate.  Filippini Wealth Management, Inc. and Ian Filippini takes the time to understand the client’s goals.

Filippini Wealth Management, Inc. is located in a town called Montecito. Ian Filippini’s parents, Alfred Filippini (deceased) and Deborah Filippini decided to move the family to the Santa Barbara area. Ian Filippini has traveled the world and agrees with all the locals that Santa Barbara is the place to be!